Investment Q&A

Q: I'm thinking of a position in one of these 2. Which is better and why. Is today a good entry point for either?

Q: I HAVE APT REITS AND ARTIS ALSO CSH.UN SENIOR HOUSING REITS SHOULD I SELL SOME AND ADD TO FSZ AND STOCKS THAT CAN BENEFIT FROM % rate hikes like some financials and low debt companies

Q: Hi all at 5i... I have a query ....what is a better investment at this time..an individually owed, mortgage free, rental property versus a REIT? So I drew up a list...at least as far as I can see, ..pros and cons. The rental property...pro- I have a tangible asset which can generate a monthly income and hopefully appreciate in value over time. Con- I enter the world of becoming a landlord with all of its issues. There is the cost of the up keep of the property. The question remains, how much more will the property appreciate given the fact that the market is very high already. The REIT ...Pro... No landlord headaches...A steady stream of income...others that do the buying and selling of the properties held and a diversification of properites. Con...success of the REIT can depend on the management team, the market can fluctuate and interest rates can change and effect the valuation of the REIT. As far as my exposure to real estate, I,only own my own home and a goodly amount of stocks and bonds. A small percentage of the stocks are Reits. How would you weigh in on this...and could you suggest some Reits that are investment worthy. Thank you, Tamara

Q: what do you think about the future growth of this company?

Q: Have been declining for the last two weeks. Others like hr.un and iip.un closed to new highs. What's wrong with Chartwell which is your favorite pick in the sector?
Thanks,
Jim

Q: I have sold most of my REIT's I own except for three.

HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)

I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do

Your thoughts?

Q: Which 3 reit's would you recommend for a hold of several years?

Q: Can you please comment on Csh.un & Crr.un earings. Both stocks are down 2%.
Would you consider as buying opportunity.

Q: Hi 5i team,
This REIT's share price fell almost 4% after the financials release on friday. As I believe eastern Canada will do well over the next few years, would you recommend it at this price, or could you propose better alternatives ?

Much thanks

Q: I have $20,000 to invest in a good, steady dividend paying reit with some chance of growth. Other reits we own are MST.UN and AAR.UN. Recommendations, please! - Ted

Q: What are your top recommendations for Canadian residential REITS. I am considering taking profit in Can. Aparts (CAR.UN) and would like to re-invest in the same sector.

Q: Hi 5i Team - Big or small having trouble with it all would like a REIt so thought I'd ask you gents who know a whole lot about the street! (sorry it's been a long day and I needed to be poetic).

Q: Good morning...just making some adjustment on portfolio...Chartwell and Sienna make up 9% of portfolio with gains, HLF at loss 3.5 %...I would like to sell HLF, reduce Chart or Sienna to 5%...which one would you sell? Then proceeds to from HLF and Seniors to either SIA or PBH... portfolio approx 20 stocks and includes many of your recommended names..

Thanks
Thanks

Q: Based upon your previous comments and my comfort level I maintain a maximum 10% weighting in REITS while participating in their respective DRIPs. At this point I hold CSH.UN. (with a 200% gain), REI.UN (20% gain) and SRU.UN (400% gain). I am contemplating adding CAR.UN and HR.UN. Please comment on whether this particular REIT selection is acceptable and sufficiently diversified or overly concentrated.

Many thanks.

Q: Hi, REITs have seen a strong YTD and 52 weeks returns, on the back of market volatility and "lower rates for longer" syndrome, more so after BREXIT uncertainty. I have no REITs in my portfolio now. Your recent report on Chartwell Housing is interesting. Based on demographics tailwind and low interest rates environment, if I want to initiate position in one REIT name, will CSH.un fit the bill ? Also, do you think current level at $15.70 is reasonable, although it's flirting with 52 weeks high? Thanks

Q: Hi Guys

What are your top 10 reits at this point given that rates should stay lower longer

Thanks Mike B

Q: Hello Peter,
Any idea why paramount resources is going up everyday recently? I own chartwell retirement, sienna senior living (SIA), concordia healthcare and hydro one. I would like to take a bit more risk for higher rewards. I would like to sell hydro one and put the proceeds towards chartwell, sienna senior living, or concordia. Chartwell is 2 percent of my holdings, sienna senior is 3 percent, and concordia is 1 percent. I was thinking of increasing sienna senior to 4 percent where i get a nice dividend and a potential upside. I was initially thinking of concordia but there does not seem to be much interest in a takeover or does this process take along time. I would appreciate your comments. Thanks very much.

Q: Hello, on my online broker website I see a short ratio (short interest ratio) of 7.58 for LIF, and of 1.00 for CSH.UN. What does this ratio mean? What should be the ideal short ratio for Canadian companies in general? Best regards, Gervais

Q: Hello, is it better to hold CSH.UN in a registered account (RRSP / TFSA) or in a non registered account? Is Chartwell's income in the form of dividend or interest or both? Thanks, Gervais

Q: I would appreciate your opinion on which sector CSH.un is in.
The Globe and Mail has it listed in the healthcare sector. That makes some sense given the demographic of its clientele. However, other sources list it in the REIT sector. It makes some sense that it would be sensitive to the housing sector (i.e. if house prices fall, fewer seniors will be able to sell their houses to move into retirement homes.)
With respect to my attempt to be diversified across the 11 sectors, which sector would you place CSH.un in?
Thanks so much!